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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,226 | $98,760-87.6% | $149,715-91.8% | $79,858-84.7% |
| Participation rate | 8.3% | 75.8%-67.4pp | 82.5%-74.1pp | 69.6%-61.3pp |
| Annual return | 12.91% | 27.43%-14.5pp | 276.66%-263.8pp | 31.72%-18.8pp |
| Employer contribution / active EE | $448 | $3,217-86.1% | $4,645-90.4% | $2,471-81.9% |
| Participant deferral / active EE | $2,695 | $5,681-52.6% | $6,842-60.6% | $3,740-28.0% |
| Admin fee / account holder | $1,106 | $6,053-81.7% | $9,310-88.1% | $5,306-79.2% |